GLOBAL X S&P 500 CA VAL ETF (CATH) Institutional Ownership
CATH is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Polen Capital Management, which reported ownership valued at approximately $1.47M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Polen Capital Management's CATH position is now estimated to be worth approximately $1.65M, representing an estimated gain of +12.08% since the filing period.
Major shareholders tracked on this page include Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward GLOBAL X S&P 500 CA VAL ETF (CATH).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $1,474,534 | 18,868 |
| Q4 2025 | 1 | $2,266,661 | 27,566 |
| Q3 2025 | 1 | $2,501,952 | 30,866 |
| Q2 2025 | 1 | $3,545,622 | 46,993 |
| Q1 2025 | 1 | $3,601,030 | 53,317 |
| Q4 2024 | 1 | $3,373,755 | 47,625 |
| Q3 2024 | 1 | $3,799,103 | 54,750 |
| Q2 2024 | 1 | $3,649,516 | 55,803 |
| Q1 2024 | 1 | $998,384 | 15,688 |
| Q4 2023 | 1 | $350,527 | 5,388 |
| Q3 2023 | 1 | $361,132 | 6,905 |
| Q2 2023 | 1 | $2,548,935 | 46,821 |
Related CATH Institutional Insights:
- CATH Institutional Ownership & Insiders Activity
- CATH Institutional Ownership & 13F Activity
- CATH Top Institutional Shareholders
- CATH Institutional Buying Activity
- CATH Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- CATH Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings